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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,619 | $76,551-88.7% | $123,894-93.0% | $62,881-86.3% |
| Participation rate | 7.6% | 73.0%-65.4pp | 81.4%-73.8pp | 69.3%-61.7pp |
| Annual return | 34.01% | 18.68%+15.3pp | 47.52%-13.5pp | 20.14%+13.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $650 | $4,840-86.6% | $5,984-89.1% | $3,203-79.7% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |